Navigation: cash-flow dashboard duplicated, Talk to Carl only reachable as a table action, grouping by name heuristics #24

New Issue

2026-10-01T22:50:56Z

KofTwentyTwo commented

2026-10-01 22:50:56 +00:00

(Migrated from github.com)

Summary

carlCashFlow is attached to both the Overview and Money apps (CarlNavigation.java:58-69,86), so "four scoped dashboards" are four widgets, one shown twice.
carlTalkStart/Read/Reply hang off the carlArtifacts table (CarlNavigation.java:127-129); with the client API disabled there is no Talk entry except an action on "Reports, Plans and Drafts".
Section grouping uses name-substring heuristics (CarlNavigation.java:207-238), and all processes are stripped from app children (ZCarlSystemNavigation.java:70), so a new process lands in a section only if its name happens to match.

Suggested resolution

Declare section membership explicitly per process, show the cash-flow widget once, and give Talk a first-class entry or hide it when the client API is off.

Priority rationale

P3: usability and maintainability.

Filed from the 2026-10-01 real-versus-fake audit of Carl (branch feature/cicd-liquibase-gitops, HEAD 5414d7a, main 1b334d1). Four read-only reviews covered domain and services, QQQ metadata and data model, tests/CI/evidence, and docs/integrations. A local offline build of a Carl copy against the installed foundation 0.5.0-SNAPSHOT is in progress; its result will be added as a comment. Existing issues #3, #4 and #5 (real Monarch accounts, Authentik with real data, CI/CD with Liquibase and ArgoCD) are referenced rather than duplicated.

## Summary - `carlCashFlow` is attached to both the Overview and Money apps (`CarlNavigation.java:58-69,86`), so "four scoped dashboards" are four widgets, one shown twice. - `carlTalkStart/Read/Reply` hang off the `carlArtifacts` table (`CarlNavigation.java:127-129`); with the client API disabled there is no Talk entry except an action on "Reports, Plans and Drafts". - Section grouping uses name-substring heuristics (`CarlNavigation.java:207-238`), and all processes are stripped from app children (`ZCarlSystemNavigation.java:70`), so a new process lands in a section only if its name happens to match. ## Suggested resolution Declare section membership explicitly per process, show the cash-flow widget once, and give Talk a first-class entry or hide it when the client API is off. ## Priority rationale P3: usability and maintainability. --- Filed from the 2026-10-01 real-versus-fake audit of Carl (branch `feature/cicd-liquibase-gitops`, HEAD `5414d7a`, main `1b334d1`). Four read-only reviews covered domain and services, QQQ metadata and data model, tests/CI/evidence, and docs/integrations. A local offline build of a Carl copy against the installed foundation 0.5.0-SNAPSHOT is in progress; its result will be added as a comment. Existing issues #3, #4 and #5 (real Monarch accounts, Authentik with real data, CI/CD with Liquibase and ArgoCD) are referenced rather than duplicated.

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Reference: KofTwentyTwo/carl#24